 JAMIE WILLIAMSON | TUESDAY, 26 JUN 2018 Having steadily evolved over time, the traditional role of the paraplanner is no more. With advice practices demanding more from support staff, the benefits of outsourcing becoming increasingly apparent and a constant drip-feed of financial planning ... Read more JAMIE WILLIAMSON | THURSDAY, 21 DEC 2017 Having grown up involved in every aspect of the family's financial planning business, one might think Tim and Claire Mackay would have no trouble getting a job when they too decided they wanted to be financial planners. However, their father had other ... Read more JAMIE WILLIAMSON | MONDAY, 9 OCT 2017 Australia's financial advice industry is evolving and new thought leaders are emerging. Here the 2017 AFA/ANZ Wealth Rising Star of the Year Award finalists share their thoughts on the future of the industry and why financial advice is the career ... Read more JAMIE WILLIAMSON | FRIDAY, 6 OCT 2017 On 9 February 2017 the Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 establishing a new education and professional standards framework for the financial advice industry was legislated. Under the reforms all new financial ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 When you envision a typical financial adviser, Darren Johns probably wouldn't come to mind. He rides his bike to most client meetings, rarely wears a suit to work, and on his feet are "funny five fingered" rock fishing shoes. "People find them fascinating ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 W ithout the requisite experience, a makeshift Ugandan classroom might seem like a world away from an advice practice in Robina - but for Amanda Cassar, the locals' drive to improve their financial circumstances gave her plenty of lessons to take back ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 An expat, a father and lover of all things social, Brett Evans is not your average financial adviser. From an early age Evans knew finance was the right place for him and flourished in the uncertainty and challenge of each day. "I love the industry ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 Hailing from Australia's coffee capital, head of financial planning at Fiducian Financial Services, Robby Southall appreciates a stronger blend. "My order is always a double shot. There's a lot of early mornings catching flights and I don't live anywhere ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 Helping others has always been a big part of David Reed's life and after spending eight years as a plain clothes police officer Reed decided it was time to turn a hobby into an award-winning career. "I started in the police academy in the late 1980s ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 Sitting in the living room of his house in North Curl Curl, Sydney, Paul Barrett had a plan to create one of the fastest-growing and most innovative independent dealer groups in Australia - the only problem was, he didn't have the money to do it. Funding ... Read more |
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Litigation funder disputes AMP BOLR settlement
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ASIC clamps down on advisers, trustees cold calling
Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds.
FSC launches digital advice group
The Financial Services Council (FSC) continues to expand into financial advice by taking on a digital advice association that flagged its formation one year ago.
Count renews Iress contract
Count has renewed its contract with Iress to continue to provide software to its 550 financial adviser network.
Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
Expert Feed
Five steps to drive high performance in advice firms
Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
Solving the advice gap challenge
In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...
Engage: How to create enduring client relationships
The not-so-secret source of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...
Financial control
The term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...
